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ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

Thematic (Sector/Industry)

China Materials / Thematic (Sector/Industry)

<ul>
<li>There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again).</li>
<li>Global reflation trade over next few months is likely to continue.</li>
<li>Prime beneficiaries of global reflation trade in Asian market are financial, commodity, and infrastructure plays.</li>
</ul><p>We were watching live (on TV) US President Trump's speech, which was addressed to the Congress last night (9 pm EST). This was the first formal speech by Trump after his inauguration speech on 1/20. Our first…</p>


There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again).
Global reflation trade over next few months is likely to continue.
Prime beneficiaries of global reflation trade in Asian market are financial, commodity, and infrastructure plays.
We were watching live (on TV) US President Trump's speech, which was addressed to the Congress last night (9 pm EST). This was the first formal speech by Trump after his inauguration speech on 1/20. Our first…

Shanghai Electric Group Company (601727 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Shanghai Pudong Development Bank Co. (600000 CH)